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JPMorgan Chase

4,665 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,991 increasing their positions, 1,978 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 4,5994,665 (+66)

1% more repeat investments, than reductions

Existing positions increased: 1,991 | Existing positions reduced: 1,978

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
936
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.99B
Puts
$11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAAOA
4601
Teachers Insurance & Annuity Association of America
New York
$87K
HHGA
4602
Halbert Hargrove Global Advisors
California
$84.9K
MIM
4603
Meridiem Investment Management
United Kingdom
$81.2K
TVWM
4604
Tower View Wealth Management
Wisconsin
$80.9K
CI
4605
Clal Insurance
Israel
$77K
EWM
4606
Evolution Wealth Management
Florida
$76.8K
CAWM
4607
Capital A Wealth Management
Pennsylvania
$75.2K
PA
4608
Pineridge Advisors
Missouri
$71.4K
APW
4609
Atlantic Private Wealth
North Carolina
$70K
VWWMG
4610
Vermillion & White Wealth Management Group
Pennsylvania
$67.8K
DCM
4611
Disciplina Capital Management
Tennessee
$67.8K
SHM
4612
Sagard Holdings Management
Ontario, Canada
$64.4K
CMA
4613
Cedar Mountain Advisors
Oregon
$63.2K
CAM
4614
Clarity Asset Management
Iowa
$62.9K
UIA
4615
Ulland Investment Advisors
Minnesota
$61K
HFS
4616
Horizon Financial Services
North Carolina
$60.9K
BMC
4617
Bear Mountain Capital
Washington
$58.8K
NECFA
4618
New England Capital Financial Advisors
Connecticut
$58.3K
LWA
4619
Lowe Wealth Advisors
Maryland
$58.3K
KSWA
4620
Kathleen S. Wright Associates
Pennsylvania
$58K
WOC
4621
West Oak Capital
California
$57.3K
HWM
4622
Horizons Wealth Management
North Carolina
$53.6K
CG
4623
Curat Global
New Hampshire
$52.2K
MCA
4624
Midwest Capital Advisors
Michigan
$52.1K
MBFW
4625
Morton Brown Family Wealth
Pennsylvania
$47.1K